The transaction, announced in December 2025, adds Anfield’s institutional-quality fixed income expertise, OCIO practice, and funds to Horizon’s solution suite

CHARLOTTE, N.C.: Horizon, a provider of highly customized investment and technology solutions designed to fuel the growth of financial advisors, has completed its acquisition of Irvine, CA-based Anfield Capital Management, an asset management firm with decades of collective experience in fixed income investing.

With the acquisition, Anfield's team and its line-up of mutual funds, ETFs, and OCIO practice will operate under Horizon.

“Anfield enhances the depth of solutions we offer financial advisors, particularly in the fixed income space,” said John Drahzal, President & Chief Executive Officer with Horizon. “In a market that’s increasingly complex, Anfield’s expertise, product suite, and OCIO capabilities strengthen our ability to deliver practical, advisor-first solutions that help clients navigate uncertainty and capture opportunities across fixed income markets.”

Anfield has long partnered with RIAs, broker-dealers, and financial institutions, serving as an “insourced investment team” and tailoring its services to each advisor's unique business and investment needs. Horizon and Anfield share a deep mutual commitment to delivering solutions that empower advisors to focus on what they do best: helping their clients achieve their financial goals.

“This is an exciting milestone for our team, and we look forward to engaging with more financial advisors about today’s income-focused challenges and opportunities,” said David Young, Founder and Chief Executive Officer of Anfield Capital Management. “Joining Horizon is a strong fit for us, and we are eager to begin this new chapter as part of the Horizon team.”

The Anfield transaction represents the second strategic addition to Horizon in a little over a year, following the integration of New York-based equity manager Centre Asset Management in April 2025. Horizon’s momentum expands beyond the M&A space, as the firm also launched a twelve-fund active ETF suite in 2025, which has grown to more than $2.4 billion in AUM.

“The role of the financial advisor continues to evolve, and we’re focused on how we can best support that evolution,” added Drahzal. “Our goal is to provide advisors with the tools and resources to operate more effectively and focus on what matters most: their clients.”

About Horizon
Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique goals-based approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and helping clients achieve financial security.

Horizon’s team of experts publishes regular commentary for advisors and clients on market moves and other trends of note, which you can access here.

Horizon serves financial advisors across the country and is headquartered in Charlotte, North Carolina. For more information, please visit https://www.horizoninvestments.com/.

Fonte: Business Wire